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Western Forest Products Inc T.WEF

Alternate Symbol(s):  WFSTF

Western Forest Products Inc. is a Canada-based integrated forest products company building a margin-focused log and lumber business to compete in global softwood markets. The Company’s primary business is the sale of lumber and logs, which includes timber harvesting, sawmilling logs into specialty lumber, value-added lumber and glulam remanufacturing, and wholesaling purchased lumber. It has a lumber capacity of approximately 885 million board feet from six sawmills, as well as operates four remanufacturing facilities and two glulam manufacturing facilities. The Company's product categories include outdoor living, exterior appearance, LIFESTYLE CEDAR, interior living, structural, industrial and WFP engineered products. Its outdoor living products include decking, timbers and fencing products. Its LIFESTYLE CEDAR products include LIFESTYLE CEDAR Decking and LIFESTYLE CEDAR Fencing. Its WFP Engineered Products include curved and arched glulams, straight glulams, and fabricated trusses.


TSX:WEF - Post by User

Comment by dosperroson Mar 26, 2021 12:42pm
115 Views
Post# 32886764

RE:RE:RE:TD Upgrade Mar 26

RE:RE:RE:TD Upgrade Mar 26

The best way is being a student at a university with a ThomsonOne subscription -- they are all there!  So enroll in one class and let it rip... :)

Otherwise, we are largely dependent on the goodwill of others like RetiredDCF who is a champ. 

That said, they have a legal obligation to disclose past targets for a 12 month period and compare actuals.  I have looked at this extensively -- it's helpful to know who is worth considering and who is always wrong   I can't post these sorts of charts here but I'll start a blog sooner than later.

Here's RBC: https://www.rbccm.com/GLDisclosure/PublicWeb/DisclosureLookup.aspx?entityId=1

For another take RJ does it differently with a giant PDF:  https://www.raymondjames.ca/Branches/premium/pdfs/GRR.pdf

I
 also leverage non tradional data like Twitter industry people and a network so I try and bring more details to augment this stuff.  In my case too I do work in the industry and have spanned 3 companies coast to coast in a half dozen mills so I tend to know the cost structure fairly well -- but realistically that's just a matter know of doing some math (costs divided by production) in an quarterly or annual report.  Where it get interning is outsiders with zero knowledge "predicting" things like crashes to $200 lumber -- nearly 2x below break even  the industry doesn't do that anymore.

So, open offer -- if anyone has access to current analsyt
reporfs I'll trade you for my library of content and scneraio
type assessments.  It's not that special in the grand scheme but it's kept me rolling at a CAGR of 20% annually just focusing on a narrow group of forestry names.  FYI it's not phone typed stuff like these posts of mine either which are typo filled and often incoherent  

 

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